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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,818 | $60,349+73.7% | $74,184+41.3% | $62,881+66.7% |
| Participation rate | 93.3% | 72.7%+20.6pp | 76.6%+16.7pp | 69.3%+24.0pp |
| Annual return | 5.82% | 21.38%-15.6pp | 17.74%-11.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $2,472 | $1,680+47.1% | $2,370+4.3% | $2,281+8.4% |
| Participant deferral / active EE | $2,524 | $2,856-11.6% | $3,550-28.9% | $3,203-21.2% |
| Admin fee / account holder | $2,428 | $4,261-43.0% | $5,586-56.5% | $4,296-43.5% |